E&O Risk Management - Meeting the Challenge of Change (ABEN) 06/04/2025

Description

PLEASE NOTE - THIS CLASS IS APPROVED FOR PREMIUM DISCOUNTS WITH BOTH SWISS RE AND UTICA! IF YOUR STATE HAS AN ACTION ITEM FOR YOU AFTER COMPLETING THE CLASS, IT WILL BE INCLUDED IN THE HANDOUTS/MATERIALS SECTION!

This course is designed to provide insurance agents with essential knowledge and strategies to minimize their exposure to Errors and Omissions (E&O) claims. Participants will engage in a thorough exploration of critical concepts, including:

Compliance with State and Federal Laws
A 360 degree view of an E&O claim
The Role of Agency Procedures
E&O Issues of Certificates of Insurance

By the end of the course, agents will have a deeper understanding of E&O risk management and be equipped with practical tools to enhance their professional practices and protect their agencies.

Basic Course Information

Learning Objectives

• Deeper understanding of E&O risk management
• Equipped with Practical Tools to enhance professional practices
• Protect agencies from an E&O claim

Major Subjects

• Compliance with State and Federal Laws
• A 360 degree view of an E&O claim
• The Role of Agency Procedures
• E&O Issues of Certificates of Insurance